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SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility and intense community discussion surrounding its upcoming earnings report, which investors are looking to as a potential catalyst to stabilize the broader semiconductor sector. The market is weighing the company's record-breaking profit growth and strong AI demand against persistent institutional short-selling and macro-driven sell-offs in the Korean market.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently a focal point for investors as intense institutional sell-off activity ahead of earnings has created a highly volatile setup, with traders actively debating whether the significant price correction represents a deep-value buying opportunity or a deeper structural decline. The community is sharply divided between those citing massive hyperscaler demand and raised order backlogs as a core bullish thesis, and skeptics who are raising concerns about debt levels, valuation metrics, and the lingering impact of recent short-seller reports.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing extreme volatility and a sharp pullback as investors grapple with shifting cyclical expectations for memory stocks and broader market uncertainty. Community sentiment is deeply divided, with some highlighting the stock's discounted valuation and long-term AI storage demand, while others caution against potential further downside driven by high-frequency algorithmic trading and ongoing macroeconomic fears.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending ahead of earnings as investors weigh a recent multi-year partnership with Notre Dame Athletics against broader macroeconomic concerns and persistent short-selling pressure. The community remains deeply divided, with many debating the impact of potential share dilution and rate sensitivity while long-term bulls point to steady member growth and insider buying as reasons to hold.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to a contentious dispute with the FDA over statistical analysis protocols for its DMD therapy, deramiocel, ahead of a high-stakes advisory committee meeting. While investors debate whether the FDA's criticism of protocol modifications represents valid regulatory oversight or bureaucratic sabotage, the community remains intensely divided between those anticipating a major short squeeze and those fearing a complete collapse.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is experiencing extreme volatility and heavy retail selling pressure as traders react to contradictory reports of potential ceasefires in the Middle East and ongoing geopolitical instability in the Strait of Hormuz. The community is sharply divided, with many market participants labeling the price swings as orchestrated manipulation while others warn that severe supply constraints and dwindling U.S. reserves make the current bearishness a dangerous trap.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant volatility following a strong quarterly earnings report that featured a revenue beat and raised forward guidance, highlighting continued demand for cloud-based storage solutions. While investors are debating whether the companys recent price appreciation is sustainable or susceptible to sector-wide rotation, community sentiment remains divided between those bullish on the long-term AI data infrastructure cycle and others concerned about broader semiconductor sell-offs.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh recent record aircraft delivery numbers against ongoing operational hurdles and cost overruns on major defense programs. Community discussion is sharply divided between those viewing the company's massive backlog and production ramp-up as a long-term value opportunity and others frustrated by recent share price volatility and execution delays.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing extreme price volatility as investors weigh strong sector earnings from peers against geopolitical tensions and high-profile institutional short-selling. Community discussion is heavily focused on the rapid gyrations in the stock, with bullish participants pointing to resilient memory demand while bears highlight macroeconomic risks and recent market instability.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group Inc is trending as investors react to the company's plan to resubmit its BLA for RP1 following recent communication with the FDA, reigniting market speculation about potential approval after two previous rejections. The community is sharply divided, with bulls pointing to the high unmet need in advanced melanoma and recent regulatory optimism, while bears remain focused on past efficacy concerns, the lack of a control arm, and skepticism over whether the data package has actually improved.

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GrafTech International Q2 Earnings Call Highlights

GrafTech International Q2 Earnings Call Highlights...

GrafTech International (EAF) Reports Q2 Loss, Tops Revenue Estimates

GrafTech (EAF) delivered earnings and revenue surprises of +1.34% and +1.46%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

GrafTech Posts Narrower Loss In Q2

(RTTNews) - GrafTech International (EAF), on friday, reported a net loss for the second quarter of $40 million, or $1.54 per share, compared to a net loss of $87 million, or $3.35 per share, last year. Net loss for the second quarter of prior year included a $43 million non-cash...

GrafTech Reports Second Quarter 2026 Results

GrafTech International Ltd. (NYSE: EAF) ("GrafTech," the "Company," "we," or "our") today announced its unaudited financial results for the quarter and six months ended June 30, 2026. Second Quarter 2026 Summary Sales volume of 30.8 thousand metric tons ("MT"), an increase of 8% year-over-year and...

GrafTech Issues Correction to Earnings Call Dial-In Information

GrafTech International Ltd. (NYSE:EAF) (the Company) today announced a correction to the dial-in information that was previously announced on July 2, 2026 for its Second Quarter 2026 Earnings Conference Call and Webcast which will be held on Friday, July 24, 2026 at 10:00 a.m. (EDT). The correct...

Strength Seen in GrafTech (EAF): Can Its 7.9% Jump Turn into More Strength?

GrafTech (EAF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

GrafTech Announces Second Quarter 2026 Earnings Conference Call and Webcast

GrafTech International Ltd. (NYSE:EAF) (the Company) will hold its Second Quarter 2026 Earnings Conference Call and Webcast on Friday, July 24, 2026 at 10:00 a.m. (EDT). The call will be hosted by senior management to discuss financial results for the second quarter ended June 30, 2026 and current...

GrafTech Announces Publication of 2025 Sustainability Report

GrafTech International Ltd. (NYSE:EAF) (the Company or GrafTech), a leading manufacturer of high-quality graphite electrode products essential to the production of electric arc furnace steel, today announced the publication of its 2025 Sustainability Report, highlighting the Companys sustainability...

Royal Bank Of Canada Reiterates Sector Perform Rating for GrafTech International (NYSE:EAF)

Royal Bank Of Canada restated a "sector perform" rating and issued a $10.00 target price on shares of GrafTech International in a research report on Tuesday...

BMO Capital Markets Boosts GrafTech International (NYSE:EAF) Price Target to $8.00

BMO Capital Markets lifted their target price on shares of GrafTech International from $6.00 to $8.00 and gave the company a 'market perform' rating in a report on Monday...

GrafTech International Ltd. engages in the manufacture of graphite electrode products essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals. It also produces a needle coke product which is a raw material in producing graphite electrodes. Its customers include steel producers and other ferrous and non-ferrous metal producers in Europe, the Middle East and Africa, the Americas and Asia-Pacific, which sell its products into the automotive, construction, appliance, machinery, equipment, and transportation industries. The company was founded in 1886 and is headquartered in Brooklyn Heights, OH.

GrafTech International Ltd.

GrafTech International Stock Rises Pre-Market After Q4 Loss Narrows, Revenue Tops Estimates: Retail Stays Skeptical

Equity

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$1.37	--	--	N/A
Q2 '26	-$1.37	-$1.47	-7.53%	MISSED
Q1 '26	-$1.30	-$2.05	-57.32%	MISSED
Q4 '25	-$1.25	-$2.45	-96.48%	MISSED
Q3 '25	-$1.21	-$1.03	14.89%	BEAT

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EAFGrafTech International Ltd.

Latest Earnings Results: Q2 '26

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